TABLE OF CONTENTS - Illinois workNet · Instructional Guide - Partner Dashboard April 10, 2015...
Transcript of TABLE OF CONTENTS - Illinois workNet · Instructional Guide - Partner Dashboard April 10, 2015...
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
TABLE OF CONTENTS Introduction ..........................................................................................................................................................................................1
Accessing the Partner Dashboard ............................................................................................................................................2
Customizing the Layoff Page with Messages .......................................................................................................................3
Adding a New Message ..............................................................................................................................................................3
Editing an Existing Message – Option 1 ............................................................................................................................4
Editing an Existing Message – Option 2 ............................................................................................................................4
Deleting a Message from Your Layoff Page .....................................................................................................................5
Add Customized Questions to the Dislocated Worker Survey ...................................................................................6
Add the Company Logo to the Company Layoff Search Page......................................................................................7
Add Local Workshop Materials to the Layoff Page ..........................................................................................................8
REQUIRED STEP TO MAKE PAGE PUBLIC - Activate the Company Specific Layoff Page ............................9
Use the Company Layoff Page Short URL for Marketing Materials ...................................................................... 10
Expire Or Re-Activate a Page: ................................................................................................................................................... 11
Print the Dislocated Worker Survey for Workshops .................................................................................................... 12
Enter Survey Responses From a Workshop That Used Paper Copies ................................................................. 13
INTRODUCTION The Partner Dashboard is where you will manage and update company layoff pages and surveys as
well as enter results from paper surveys when needed.
Only DCEO Rapid Response Specialists and identified LWIA staff have access the Partner
Dashboard. To request access to this area, email [email protected] and your request will be
sent on for review.
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
ACCESSING THE PARTNER DASHBOARD 1. Click the “Partner Resources” link
from the footer of any Illinois
workNet page.
2. Scroll down the page to the
“Programs” area and select “Layoff
Recovery.
a. Note – the order of programs
can/will change as programs
change.
3. Click “Partner Dashboard” to sign-
in (if you’re not signed in already).
4. Log-in with your Illinois workNet
Workforce & Education account.
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3.
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
CUSTOMIZING THE LAYOFF PAGE WITH MESSAGES How: From the partner dashboard click to add/edit messages. From here you
can delete existing messages, update them, and add new.
ADDING A NEW MESSAGE 1. Locate the layoff on your dashboard and click
“Add/Edit Messages” from the Additional
Actions column.
2. Click “New Item”.
a. If you have added messages already,
you will see them listed here.
3. Add the “Title” and “Message”
a. To add a link, highlight the text you
want to be the link and select “Insert”
from your page ribbon.
b. Select “Link” and then “From
Address” from the drop-down.
c. Add URL into the “Address” field
d. Click Ok
4. Once you’re done – click
5. Repeat these steps for adding all new
messages to your layoff page.
1.
2.
3.b
3.c
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
EDITING AN EXISTING MESSAGE – OPTION 1 1. Locate the layoff on your dashboard and click
“Add/Edit Messages” from the Additional
Actions column.
2. Click the “edit” this list option.
3. Edit the title or message by clicking within
the content.
4. Once you’ve made your changes, click “Stop”
editing this list.
EDITING AN EXISTING MESSAGE –
OPTION 2 1. Locate the layoff on your
dashboard and click
“Add/Edit Messages” from
the Additional Actions
column.
2. Locate the message you want
to edit and click the check
mark next to the title in
column 1.
3. Click “Items” in the page
ribbon and select “Edit Item”.
4. Update Title/Message.
5. Click “Save” when done.
2.
3.
3.
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
DELETING A MESSAGE FROM YOUR
LAYOFF PAGE 1. Locate the layoff on your dashboard
and click “Add/Edit Messages” from
the Additional Actions column.
2. Locate the message you want delete
and click the check mark next to the
title in column 1.
3. Click “Items” in the page ribbon and
select “Delete Item”.
4. Click “Okay” in the confirmation pop-
up.
3.
2.
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
ADD CUSTOMIZED QUESTIONS TO THE DISLOCATED WORKER
SURVEY How: From the partner dashboard click to
add up to 3 questions per survey.
1. Locate the layoff on your dashboard
and click “Add Questions” from the
Additional Actions column.
2. Click “New Item” to add your first
question:
a. Add Title
b. Add Page/Section Heading
(For example: Local
Resources, Local Needs, etc.)
c. Add Page Order: represents
the order of question per
each page.
d. Add Help Info if needed:
Represents the help text that
appears when hovering over
the question.
e. Select Question Type
i. Text
ii. Drop Down
iii. Checkbox
iv. Radio
v. Date
f. Add Question Value:
represents the options for
checkbox and drop down list
question types (one entry per
line). Select if Required
g. Select if the answer has to be
a numerical value
h. Identify if there is a required
number of answers:
represents the maximum
number of checkboxes that
may be selected (not
necessary for only one).
2.
1.
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
3. Click “Save” and add your next
question using the same process.
4. Click “Partner Dashboard” in the left
hand column when you’re done to
get back.
ADD THE COMPANY LOGO TO THE COMPANY LAYOFF SEARCH PAGE How: From the partner dashboard click to
add the company icon for your layoff page.
We have a template you can put your image
on from the Downloads page.
1. Locate the layoff on your dashboard
and click “Add Docs/Icon” from the
Additional Actions column.
2. Select the “LayoffIcon” folder
3. Click “new document” or drag your
icon to this area
4. If you click “new document”, click to
Browse your computer and select the
image
a. Your icon should not be any
larger than 150x150 pixels
5. Click Ok
6. It should now be showing up on the
company layoff page if it’s been
activated.
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
ADD LOCAL WORKSHOP MATERIALS TO THE LAYOFF PAGE How: From the partner dashboard click to
add local materials for each layoff page. This
can include PDFs, Word Docs, etc. that will
help workers going through a layoff.
1. Locate the layoff on your dashboard
and click “Add Docs/Icon” from the
Additional Actions column.
2. Select the “LayoffDocuments” folder
3. Click “new document” or drag your
icon to this area
4. If you click “new document”, click to
Browse your computer and select the
document
5. Next you need to add a Title to your
document. To do this click the
checkmark next to the file you
uploaded and select Edit Properties in
your page ribbon.
a. If your page ribbon isn’t
showing click on the gear in the
upper right corner of the page
and select “Show Ribbon”.
6. Add a Title and click Save.
a. The “Name” field is pre-filled
with the document name. In
most cases this is not user
friendly so that is why you are
adding a Title.
7. Add any other documents you need
using the same process.
5.
5.a
2.
1.
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
REQUIRED STEP TO MAKE PAGE PUBLIC - ACTIVATE THE
COMPANY SPECIFIC LAYOFF PAGE How: Once created and updated, the
company layoff page is ready to be activated.
Activating your page makes it available to the
public and accessible on the company layoff
search page. Each page expires 6 months
from the activation date.
1. Locate the layoff on your dashboard and click “Activate” in the Action column.
2. Done!
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
USE THE COMPANY LAYOFF PAGE SHORT URL FOR MARKETING
MATERIALS How: Get the Page URLs from the company
layoff page ribbon.
1. Locate the layoff on your dashboard
and select the layoff name to go to
your public page.
2. Click “Page URLs” from the page
ribbon.
a. If your page ribbon isn’t
showing click on the gear in
the upper right corner of the
page and select “Show
Ribbon”.
4. Copy the Friendly URL and use it
where needed.
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Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
EXPIRE OR RE-ACTIVATE A PAGE: 1. Locate the layoff on your dashboard and click on Expire or Re-Activate in the Action
Column.
a. Expire Page – this will remove the company layoff page from the Company Layoff
Search page but will still remain on your Partner Dashboard (as Expired) and the
survey results will remain in your Reporting Dashboard.
b. Re-Activate Page – this will make a previously expired page active again and
available to the public. You will need to add new information to the page once it’s re-
activated.
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
PRINT THE DISLOCATED WORKER SURVEY FOR WORKSHOPS How: From the dashboard click “Batch Entry” and print. Printing this way shows all of the survey
answers outside of a drop-down so workers can see all answer options and also adds the survey
name and DETS ID in case they get mixed up with another stack of surveys.
1. Locate the layoff on your dashboard and click on “Batch Entry”.
a. If needed, use the translation tool at the top of the page to translate before printing.
2. Follow the steps for printing in your browser – most browsers have their print option in the
menu.
3. Print as many copies as you will need for your workshop.
Illinois workNet Layoff Recovery Instructional Guide - Partner Dashboard
April 10, 2015
ENTER SURVEY RESPONSES FROM A WORKSHOP THAT USED PAPER
COPIES How: From the dashboard click “Batch Entry”.
1. Locate the layoff on your dashboard and click on “Batch Entry”.
2. Enter the responses one survey at a time.